Meitav Investment House’s LivePerson LPSN Stock Holding History

Meitav Investment House’s Portfolio LPSN Stock Details LPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-716	Closed	-$104K	–	369
2022 Q3	$104K	Hold	716	–	–	﹤0.01%	355
2022 Q2	$147K	Hold	716	–	–	﹤0.01%	324
2022 Q1	$263K	Hold	716	–	–	﹤0.01%	351
2021 Q4	$387K	Hold	716	–	–	0.01%	324
2021 Q3	$632K	Sell	716 -35	-5%	-$33K	0.01%	289
2021 Q2	$722K	Hold	751	–	–	0.02%	274
2021 Q1	$593	Sell	751 -31	-4%	-$28.7K	0.02%	250
2020 Q4	$731K	Buy	+782	New	+$672K	0.03%	218
2020 Q2	–	Sell	-20,784	Closed	-$7.11M	–	420
2020 Q1	$7.11M	Buy	+20,784	New	+$10.1M	0.53%	60
2019 Q3	–	Sell	-2,511	Closed	-$1.05M	–	464
2019 Q2	$1.05M	Sell	2,511 -324	-11%	-$138K	0.07%	156
2019 Q1	$1.21M	Sell	2,835 -959	-25%	-$359K	0.07%	166
2018 Q4	$282K	Buy	3,794 +11	+0.3%	+$3.39K	0.02%	268
2018 Q3	$1.45M	Buy	3,783 +569	+18%	+$210K	0.07%	165
2018 Q2	$3.61M	Buy	+3,214	New	+$909K	0.16%	90

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Meitav Investment House's LPSN Position: Q4 2022 in Review

Meitav Investment House sold out of LivePerson (LPSN) in Q4 2022, closing a stake of 716 shares — an estimated $104K sold.

Meitav Investment House first reported a position in LPSN in Q2 2018 and held it in 14 quarters. The position peaked at $7.11M in Q1 2020. 180 funds tracked by Wall St. Rank hold LPSN as of Q4 2022.

Meitav Investment House reported no remaining LivePerson position as of Q4 2022 after selling out during the quarter.
Meitav Investment House sold 716 LivePerson shares in Q4 2022, an estimated $104K.
Meitav Investment House first reported a position in LivePerson in Q2 2018 and held it in 14 quarters.
Meitav Investment House's LivePerson position peaked at $7.11M in Q1 2020.
180 funds tracked by Wall St. Rank held LivePerson as of Q4 2022.

Based on Meitav Investment House's 13F filing for Q4 2022, filed 6 Feb 2023.